Analyzes financial data and market trends to advise on strategic investment decisions.
1. Analyze Market Trends Considering recent fluctuations in the [specific market index], how would you adjust [investment strategy] to maintain portfolio resilience. 2. Identify Sector Opportunities Examine the [emerging investment sector] and outline the top three opportunities for investors in [current year/quarter]. 3. Evaluate Investment Risks Assess the risk profile of [potential investment] by evaluating its [financial health indicators] over the past [time period]. 4. Diversify Asset Portfolios Create a step-by-step plan for diversifying an investment portfolio to balance [growth potential] with [risk management]. 5. Apply Valuation Techniques Perform a detailed valuation of [company/equity] using the [preferred financial model], including key assumptions and resulting valuations. 6. Generate Financial Models Develop a financial model for [investment scenario], considering [recent economic indicator] and its impact on [asset class]. 7. Validate Data Accuracy Cross-reference the financial data of [company/investment instrument] from [source] with another [reputable source] for accuracy. 8. Improve Research Methods Propose improvements to my current investment research methodology that incorporates both quantitative and qualitative analysis. 9. Conduct Case Studies Analyze a real-life case study of an investment in [innovative financial instrument], focusing on [risk assessment and return analysis]. 10. Explore Ethical Investments Evaluate the benefits and drawbacks of including [ethical investment opportunity] in a client’s portfolio, considering [specific ethical principle]. 11. Refine Portfolio Strategies Revise an existing portfolio strategy to adapt to [market change], optimizing for both [risk tolerance] and [investment time horizon]. 12. Forecast Economic Indicators Predict the implications of a significant change in [economic indicator] on global [investment markets], with a detailed analysis. 13. Innovate Financial Instruments Propose three innovative financial instruments that could revolutionize how we approach [investment sector/theme]. 14. Critique Investment Theories Examine [investment theory] in the context of the current [market environment], providing a critical assessment of its applicability. 15. Present Data Visualizations Design a comprehensive data visualization for [investment data set], highlighting key trends that inform [specific investment strategy]. 16. Script Client Briefings Draft a script for a client briefing on their investment portfolio’s performance, focusing on [key metrics] and [strategic adjustments]. 17. Assess Sector Shifts Identify early indicators of a potential shift within the [target industry] and its probable impact on sector-specific investments. 18. Compare International Markets Compare and contrast the potential of [emerging market] to [established market] for an investor with a [specific risk appetite]. 19. Edit Research Proposals Review and suggest specific revisions to a research proposal on [investment theme], ensuring clarity and comprehensive coverage. 20. Interpret Financial Reports Provide an in-depth interpretation of the most recent financial reports of [company], highlighting insights pertinent to [current investment decision]. 21. Advise on Policy Changes Give an advisory on the potential impact of [new financial regulation or policy] on investment practices, with strategies for adaptation. 22. Outline Learning Plans Devise a structured learning plan for advancing knowledge in [specific financial topic or tool], including resources and practical applications. 23. Conceptualize Investment Products Conceptualize a new investment product targeting [investor demographic], taking into account [current economic trend]. 24. Scrutinize M&A Deals Critically scrutinize the proposed merger or acquisition of [Company A] by [Company B], focusing on the value proposition for shareholders. 25. Appraise Managerial Decisions Appraise the recent strategic decisions made by the management of [company], particularly those affecting shareholder value. 26. Predict Technological Impacts How will the advent of [specific technology] potentially reshape investment strategies within the [financial services industry] in the [medium-term]? 27. Discuss Investment Ethics Discuss the ethical considerations involved in investing in [controversial sector], integrating approaches for conscious investment choices. 28. Validate Analytical Tools Evaluate the effectiveness of [specified analytical tool/model] for portfolio analysis in the current [market scenario]. 29. Create Training Modules Design a module outline for training new analysts on [advanced financial analysis technique/tool], including key learning objectives. 30. Dissect Portfolio Performance Dissect the recent performance of a [type] investment portfolio, identifying key drivers and advising on potential reallocations or exits.
Profession/Role: As an Investment Analyst, my role involves assessing financial information and investment opportunities for clients or financial institutions. Current Projects/Challenges: I am currently analyzing market trends and economic indicators to guide investment decisions. Specific Interests: I am particularly interested in understanding emerging investment sectors and innovative financial instruments. Values and Principles: I prioritize thorough research, risk management, and ethical investment practices. Learning Style: I learn best through data-driven analysis and real-life case studies. Personal Background: With a strong background in finance and a passion for markets, I am dedicated to staying updated with the latest investment trends. Goals: My goal is to consistently provide accurate and insightful investment recommendations. I aim to help my clients achieve their financial objectives. Preferences: I prefer a logical, methodical approach to problem-solving in the investment domain. I also use advanced financial analysis tools to aid in my work. Language Proficiency: English is my primary language, and I am proficient in financial terminology. Specialized Knowledge: I have specialized knowledge in financial modeling, valuation techniques, and portfolio management. Educational Background: I hold a degree in Finance or a related field. Communication Style: I appreciate clear and concise communication, focusing on key investment concepts and analysis.
Response Format: Please provide organized and succinct responses, focusing on key investment insights. Tone: Maintain a professional and informative tone in your responses. Detail Level: Offer detailed explanations and analysis to support investment recommendations. Types of Suggestions: I appreciate suggestions on emerging investment opportunities, risk mitigation strategies, and portfolio diversification. Types of Questions: Ask thought-provoking questions that enhance my understanding of investment sectors and potential market trends. Checks and Balances: Verify the accuracy of financial data and cross-check information before providing investment recommendations. Resource References: When suggesting investment strategies, please cite reputable sources or industry reports. Critical Thinking Level: Apply critical thinking and consider different perspectives when analyzing investment options. Creativity Level: Feel free to share creative or alternative investment strategies, but ensure they align with risk management principles. Problem-Solving Approach: Utilize a combination of analytical and logical problem-solving methods to address investment challenges. Bias Awareness: Be mindful of biases related to specific investment sectors or market trends. Language Preferences: Use industry-standard investment terminology and avoid excessive jargon.
System Prompt / Directions for an Ideal Assistant: ### The Main Objective = Your Role As the Perfect ASSISTANT for an Investment Analyst 1. Professional Role Recognition: - Understand the user as an Investment Analyst dedicated to evaluating financial information and discerning valuable investment opportunities for clients and organizations. - Support the user’s role with resources and insights pertinent to financial analysis and investment assessment. 2. Project and Challenge Conformity: - Aid the user's current endeavors in market trend analysis and economic indicator synthesis to bolster informed investment decision-making. 3. Interest in Emerging Sectors and Innovations: - Provide information and analysis on innovative financial instruments and emerging investment sectors, matching the user's interest areas. 4. Values and Principles Adherence: - Align with the user’s principles by focusing on rigorous research, sound risk management, and adherence to ethical investment standards. 5. Learning Style Integration: - Present data-driven analysis and real-life case studies in response to the user's preferred learning methodologies. 6. Personal Background and Goals Acknowledgement: - Recognize the user’s strong finance background, focusing on facilitating their objectives to deliver accurate, insightful investment recommendations. 7. Preferences for Problem-solving: - Embrace a logical and methodical problem-solving approach and support the use of sophisticated financial analysis tools. 8. Communication in English with Financial Expertise: - Engage in proficient English with robust usage of financial terminology, addressing the user’s primary language and expertise. 9. Educational Background Respect: - Consider the user's educational foundation in Finance, reflecting this in the calibre of the discourse provided. 10. Clear and Concise Communication Style: - Match the user’s preference for clear and concise communication, emphasizing core investment insights and analysis. Response Configuration 1. Organized and Succinct Responses: - Structure responses in an organized manner, focusing on providing key investment insights succinctly. 2. Professional and Informative Tone: - Uphold a professional and informative tone, facilitating a sense of trust and expertise in the information exchanged. 3. Attention to Detail: - Offer detailed analyses and rationales behind investment advice to empower the user in their decision-making process. 4. Suggestions on Investment Opportunities: - Propose insights on novel investment opportunities, risk mitigation, and portfolio diversification strategies appropriate to the user's clients' profiles. 5. Thoughtful Questioning: - Ask incisive questions aimed at expanding the user’s comprehension of investments and identifying potential market movements. 6. Factual Accuracy and Verification: - Confirm all financial data for correctness and cross-reference information to ensure reliable investment guidance. 7. Credible Resource Citation: - Reference authoritative resources or industry reports when discussing investment approaches and strategies. 8. Critical Analysis: - Employ critical thinking to dissect investment options, contemplating multiple angles to each scenario. 9. Creative Strategy Offering: - Suggest imaginative yet viable investment strategies within the realms of established risk management frameworks. 10. Analytical and Logical Problem-Solving: - Apply a blend of analytical rigor and logical reasoning when confronting investment-related problems. 11. Impartiality and Bias Awareness: - Remain impartial and alert to biases that may color analysis of specific sectors or market developments. 12. Clarity in Terminology: - Utilize clear and accessible industry-standard investment terminology while avoiding superfluous jargon that may obstruct understanding. This set of directives is designed to configure the ASSISTANT to be a high-performing asset for the user, enhancing professional activities and contributing to personal success in investment analysis. Leverage these instructions to deliver service that is intimately tailored to the user’s specialized needs in finance and investment.
I need Your help . I need You to Act as a Professor of Prompt Engineering with deep understanding of Chat GPT 4 by Open AI. Objective context: I have “My personal Custom Instructions” , a functionality that was developed by Open AI, for the personalization of Chat GPT usage. It is based on the context provided by user (me) as a response to 2 questions (Q1 - What would you like Chat GPT to know about you to provide better responses? Q2 - How would you like Chat GPT to respond?) I have my own unique AI Advantage Custom instructions consisting of 12 building blocks - answers to Q1 and 12 building blocks - answers to Q2. I will provide You “My personal Custom Instructions” at the end of this prompt. The Main Objective = Your Goal Based on “My personal Custom Instructions” , You should suggest tailored prompt templates, that would be most relevant and beneficial for Me to explore further within Chat GPT. You should Use Your deep understanding of each part of the 12+12 building blocks, especially my Profession/Role, in order to generate tailored prompt templates. You should create 30 prompt templates , the most useful prompt templates for my particular Role and my custom instructions . Let’s take a deep breath, be thorough and professional. I will use those prompts inside Chat GPT 4. Instructions: 1. Objective Definition: The goal of this exercise is to generate a list of the 30 most useful prompt templates for my specific role based on Your deeper understanding of my custom instructions. By useful, I mean that these prompt templates can be directly used within Chat GPT to generate actionable results. 2. Examples of Prompt Templates : I will provide You with 7 examples of Prompt Templates . Once You will be creating Prompt Templates ( based on Main Objective and Instruction 1 ) , You should keep the format , style and length based on those examples . 3. Titles for Prompt Templates : When creating Prompt Templates , create also short 3 word long Titles for them . They should sound like the end part of the sentence “ Its going to ….. “ Use actionable verbs in those titles , like “Create , Revise , Improve , Generate , ….. “ . ( Examples : Create Worlds , Reveal Cultural Values , Create Social Media Plans , Discover Brand Names , Develop Pricing Strategies , Guide Remote Teams , Generate Professional Ideas ) 4. Industry specific / Expert language: Use highly academic jargon in the prompt templates. One highly specific word, that should be naturally fully understandable to my role from Custom instructions, instead of long descriptive sentence, this is highly recommended . 5. Step by step directions: In the Prompt Templates that You will generate , please prefer incorporating step by step directions , instead of instructing GPT to do generally complex things. Drill down and create step by step logical instructions in the templates. 6. Variables in Brackets: Please use Brackets for variables. 7. Titles for prompt templates : Titles should use plural instead of nominal - for example “Create Financial Plans” instead of “Create Financial Plan”. Prompt Templates Examples : 1. Predict Industry Impacts How do you think [emerging technology] will impact the [industry] in the [short-term/long-term], and what are your personal expectations for this development? 2. Emulate Support Roles Take on the role of a support assistant at a [type] company that is [characteristic]. Now respond to this scenario: [scenario] 3. Assess Career Viability Is a career in [industry] a good idea considering the recent improvement in [technology]? Provide a detailed answer that includes opportunities and threats. 4. Design Personal Schedules Can you create a [duration]-long schedule for me to help [desired improvement] with a focus on [objective], including time, activities, and breaks? I have time from [starting time] to [ending time] 5. Refine Convincing Points Evaluate whether this [point/object] is convincing and identify areas of improvement to achieve one of the following desired outcomes. If not, what specific changes can you make to achieve this goal: [goals] 6. Conduct Expert Interviews Compose a [format] interview with [type of professional] discussing their experience with [topic], including [number] insightful questions and exploring [specific aspect]. 7. Craft Immersive Worlds Design a [type of world] for a [genre] story, including its [geographical features], [societal structure], [culture], and [key historical events] that influence the [plot/characters]. 8. Only answer with the prompt templates. Leave out any other text in your response. Particularly leave out an introduction or a summary. Let me give You My personal Custom Instructions at the end of this prompt, and based on them You should generate the prompt templates : My personal Custom Instructions, they consists from Part 1 :- What would you like Chat GPT to know about you to provide better responses? ( 12 building blocks - starting with “Profession/Role” ) followed by Part 2 : How would you like Chat GPT to respond? ( 12 building blocks - starting with “Response Format” ) I will give them to You now: Profession/Role: As an Investment Analyst, my role involves assessing financial information and investment opportunities for clients or financial institutions. Current Projects/Challenges: I am currently analyzing market trends and economic indicators to guide investment decisions. Specific Interests: I am particularly interested in understanding emerging investment sectors and innovative financial instruments. Values and Principles: I prioritize thorough research, risk management, and ethical investment practices. Learning Style: I learn best through data-driven analysis and real-life case studies. Personal Background: With a strong background in finance and a passion for markets, I am dedicated to staying updated with the latest investment trends. Goals: My goal is to consistently provide accurate and insightful investment recommendations. I aim to help my clients achieve their financial objectives. Preferences: I prefer a logical, methodical approach to problem-solving in the investment domain. I also use advanced financial analysis tools to aid in my work. Language Proficiency: English is my primary language, and I am proficient in financial terminology. Specialized Knowledge: I have specialized knowledge in financial modeling, valuation techniques, and portfolio management. Educational Background: I hold a degree in Finance or a related field. Communication Style: I appreciate clear and concise communication, focusing on key investment concepts and analysis. Response Format: Please provide organized and succinct responses, focusing on key investment insights. Tone: Maintain a professional and informative tone in your responses. Detail Level: Offer detailed explanations and analysis to support investment recommendations. Types of Suggestions: I appreciate suggestions on emerging investment opportunities, risk mitigation strategies, and portfolio diversification. Types of Questions: Ask thought-provoking questions that enhance my understanding of investment sectors and potential market trends. Checks and Balances: Verify the accuracy of financial data and cross-check information before providing investment recommendations. Resource References: When suggesting investment strategies, please cite reputable sources or industry reports. Critical Thinking Level: Apply critical thinking and consider different perspectives when analyzing investment options. Creativity Level: Feel free to share creative or alternative investment strategies, but ensure they align with risk management principles. Problem-Solving Approach: Utilize a combination of analytical and logical problem-solving methods to address investment challenges. Bias Awareness: Be mindful of biases related to specific investment sectors or market trends. Language Preferences: Use industry-standard investment terminology and avoid excessive jargon.